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Financial Advisors in Cincinnati, OH: 2026 rankings

209 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Cincinnati: Wealthquest, RFA Score 79/100; 5.0★ from 129 Google reviews.

  2. 28

    Most-reviewed: Wright-Patt Credit Union, 127 Google reviews at 3.9★, the most of 209 ranked after Wealthquest; ranked #28.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

209 Cincinnati financial advisors are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 209 rated firms.

Top 10 financial advisors in Cincinnati at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Cincinnati at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wealthquest795.0★ (129)Cincinnati—Top score
2Carson Wealth (formerly Total Wealth Planning)785.0★ (103)Cincinnati——
3Comprehensive Business Solutions775.0★ (82)CincinnatiSat—
4First Commonwealth Bank774.8★ (102)Cincinnati——
5Conservative Financial Solutions775.0★ (66)Cincinnati——
6Realize Wealth Management765.0★ (62)Cincinnati——
7WealthWise Financial Group. LLC765.0★ (57)Cincinnati——
8Omega Wealth Private Capital, LLC755.0★ (45)Cincinnati——
9Steven Schwartz Financial Planning755.0★ (40)CincinnatiEvenings—
10HICKS & MANN WEALTH MANAGEMENT755.0★ (73)Covington, 8 mi away——

All 209 financial advisors in Cincinnati, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Cincinnati

    #1 Wealthquest

    Based in Cincinnati

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 129 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 129 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    50 E Business Way #120, Cincinnati, OH 45241
    View profile for Wealthquest(513) 530-9700

  6. #6 Realize Wealth Management

    Based in Cincinnati

    76/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 62 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Realize Wealth Management

  12. #12 Scheeler Financial Group

    Based in Cincinnati

    74/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    9078 Union Centre Blvd #202, West Chester Township, OH 45069
    View profile for Scheeler Financial Group(513) 883-6100

  17. #17 The Legacy Council

    Based in Goshen, 16 mi away

    74/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 97 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1160 OH-28, Milford, OH 45150
    View profile for The Legacy Council(513) 442-2000

  20. #20 Golden Reserve

    Based in Cincinnati

    73/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    9545 Kenwood Rd Unit 204, Cincinnati, OH 45242
    View profile for Golden Reserve(513) 815-6046

  21. #21 Nova Capital

    Based in Cincinnati

    73/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3805 Edwards Rd Ste 200, Cincinnati, OH 45209
    View profile for Nova Capital

  24. #24 Allworth Financial

    Based in Blue Ash, 11 mi away

    72/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 51 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9987 Carver Rd #100, Blue Ash, OH 45242
    View profile for Allworth Financial(513) 469-7500

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 209 ranked financial advisors here; the rest are on their profiles.

financial advisors in Cincinnati, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Logan Kane Fay: Primerica - Financial Services725.0★ (24)5 mi
27Creative Planning724.9★ (42)11 mi
28Wright-Patt Credit Union723.9★ (127)4 mi
29United Wealth Education724.8★ (17)In Cincinnati
30Cornerstone Retirement Advisors, Inc.714.8★ (16)In Cincinnati
31Northwestern Mutual714.3★ (24)In Cincinnati
32Russell Mitchell, Best Financial Advisor |715.0★ (13)In Cincinnati
33Audrey Koob: Primerica - Financial Services714.9★ (14)In Cincinnati
34Sims Investment Management715.0★ (12)In Cincinnati
35Millard Advisors714.1★ (36)2 mi
36Brian Nelson: Primerica - Financial Services715.0★ (12)In Cincinnati
37Journey Advisory Group, LLC715.0★ (14)3 mi
38Fidelity Investments - Corporate Office704.0★ (67)7 mi
39Mutual of Omaha Mortgage704.8★ (11)In Cincinnati
40Charles Schwab704.1★ (18)In Cincinnati
41Counterflow705.0★ (10)In Cincinnati
42Christian Alexand Cox: Primerica - Financial Services705.0★ (10)In Cincinnati
43James M Jones: Primerica - Financial Services704.8★ (11)In Cincinnati
44Wyoming Wealth Management705.0★ (18)7 mi
45Robert L. Hesch, CPA - by appointment704.6★ (11)In Cincinnati
46MCF Advisors - Cincinnati705.0★ (9)In Cincinnati
47Kehoe Financial Advisors705.0★ (9)In Cincinnati
48MCF Advisors - Covington705.0★ (11)3 mi
49Monica Black: Primerica - Financial Services704.9★ (9)In Cincinnati
50HORAN Wealth704.2★ (13)In Cincinnati

Also serving Cincinnati

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Cincinnati
BusinessGoogle ratingDistance
Bullseye Investment Management4.6★ (23)In Cincinnati
Carnegie Investment Counsel5.0★ (2)In Cincinnati
Edward Jones - Financial Advisor: Adam Kunsman5.0★ (2)In Cincinnati
Eisert Wealth Management5.0★ (2)In Cincinnati
Fortin Advisory5.0★ (2)In Cincinnati
Foster & Motley Wealth Management5.0★ (2)In Cincinnati
Great American Financial Resources3.0★ (2)In Cincinnati
Hyde Park Wealth Advisors5.0★ (2)In Cincinnati
Infinite Wealth Planning5.0★ (2)In Cincinnati
John Edward Wieman Jr: Primerica - Financial Services5.0★ (2)In Cincinnati
MAI Capital Management5.0★ (2)In Cincinnati
Morgan Stanley Financial Advisors5.0★ (2)In Cincinnati
ParinamiX INC.4.0★ (2)In Cincinnati
Queen City Capital Management5.0★ (2)In Cincinnati
Retirement Strategies Group - UBS Financial Services Inc.3.0★ (2)In Cincinnati
Sonya Saskin - TouchPoint Wealth Partners3.0★ (2)In Cincinnati
Spectrum CXO3.0★ (2)In Cincinnati
The Albach, Wells & Dauer Group - Morgan Stanley5.0★ (2)In Cincinnati
TIAA Financial Services3.0★ (2)In Cincinnati
Tri-State Retirement Inc. - Cincinnati Office3.0★ (2)In Cincinnati

How we ranked Cincinnati financial advisors

We scored 209 Cincinnati financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Cincinnati data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Cincinnati: frequently asked questions

Which financial advisor has the highest RFA Score in Cincinnati?

By RFA Score, the highest-ranked financial advisor in Cincinnati, OH is Wealthquest with an RFA Score of 79/100. It has 5.0★ from 129 Google reviews. Carson Wealth (formerly Total Wealth Planning) (#2) and Comprehensive Business Solutions (#3) follow. We ranked 209 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Cincinnati?

RankedFinancialAdvisors ranks 209 financial advisors serving Cincinnati, OH. 37 of them are based in Cincinnati; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Cincinnati work on weekends?

16 of 209 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Comprehensive Business Solutions (#3) and Bank of America (with Drive-thru ATM) (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Cincinnati financial advisors have?

The median Google rating among 209 rated financial advisors in Cincinnati is 4.9★, with a median of 7 reviews. Wealthquest has the most, 129 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Cincinnati count in this ranking?

Yes, if they are within 25 mi of the Cincinnati city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Cincinnati ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Cincinnati a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Cincinnati

  1. November 2026: RFA Scores recalculated for 209 financial advisors serving Cincinnati.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Cincinnati pages